Every year, the IRS announces adjustments to tax brackets to account for inflation. Given the blazing rates of inflation in 2021, 2022, and 2023, many taxpayers may have become accustomed to significant bracket adjustments. However, with inflation cooling during 2024, the newly announced adjustments are smaller than those of recent years.

In the October Markets Monthly webinar, Roundtable™ experts Jim Cahn, Doug Huber, Gary Quinzel, and Aya Yoshioka analyze Q3 market trends, the Fed’s first rate cut, surging equities, and early insights into the 2025 election’s economic impact.

Explore the legal nuances of inheritance, probate, and estate planning. Learn how to protect your legacy and minimize complications with trust services guidance.

Explore the Small Cap premium with Gary Quinzel in this Investment Management Foundations episode. Learn why Small Cap stocks have underperformed and what it means for investors.

Are you a retiree or nearing retirement? Learn why involving your adult children in financial and estate planning is crucial for protecting your legacy, avoiding future stress, and ensuring your wishes are honored.

Learn how incentive stock options (ISOs) work, their tax advantages, and how they compare to non-qualified stock options (NSOs). Discover key strategies, potential pitfalls, and how to maximize your equity compensation.

In this episode of “Investment Management Foundations,” Ayako Yoshioka, Portfolio Consulting Director at Wealth Enhancement, explains what the Fed’s interest rate cut on September 18, 2024 could mean for investors. 

End-of-life planning is more than finances, it’s about dignity, clarity, and care. Learn the essential documents, costs, and strategies to protect your legacy and loved ones.

For the period September 1 – September 30, 2024. Executive Summary Despite recent bouts of volatility, equity markets marched higher, ending the third quarter at all-time highs. The Fed began a recalibration of interest rates with a 50-basis point cut, as they see balanced risks to both inflation and employment.

Explore how structured notes work in this episode of Investment Management Foundations with Gary Quinzel, VP of Portfolio Consulting at Wealth Enhancement. Learn how these investment tools combine bonds and options to offer downside protection and capped upside potential.